Random Walk the PodcastBanks are playing it safe, sort of (audio)1×0:00Current time: 0:00 / Total time: -9:31-9:31Audio playback is not supported on your browser. Please upgrade.Banks are playing it safe, sort of (audio)Banks are more exposed to non-bank lenders than anyone would likeJun 18, 2024ShareDiscussion about this episodeCommentsRestacksRandom Walk the PodcastRandom Walk - data, markets, and other random asides, delivered at irregular intervals to your inboxRandom Walk - data, markets, and other random asides, delivered at irregular intervals to your inboxSubscribeListen onSubstack AppRSS FeedRecent Episodes'Beggar thy Neighbor' China Trade w/Arnold Kling & Random WalkDec 26, 2025 • Moses Sternstein and Arnold KlingNew Venture Swimlanes with Gil Dibner (Angular Ventures)Nov 27, 2025 • Moses SternsteinData-driven real estate, with Lance Lambert of ResiClub AnalyticsAug 13, 2025 • Moses SternsteinEnterprise VC, AI and BeyondJul 16, 2025 • Moses SternsteinAlex Kolicich of 8VC dishes on China, VC Dumb Money, Inflections in Biotech, Nvidia's Moat, and moreJun 18, 2025 • Moses Sternstein and Alex KolicichMaking Secondaries a Primary ThingJun 7, 2025 • Moses SternsteinUnlocking liquidity in VC the old fashioned way, with Will Quist (Slow Ventures)May 3, 2025 • Moses Sternstein and Will QuistLive with Moses SternsteinApr 29, 2025 • Moses Sternstein and Arnold Kling